BKM Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

BKM Wealth Management’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$289K	Buy	484 +8	+2%	+$5K	0.11%	126
2025 Q4	$299K	Hold	476	–	–	0.11%	126
2025 Q3	$291K	Buy	+476	New	+$281K	0.11%	127
2024 Q1	–	Sell	-1,644,982	Closed	-$1.69M	–	550
2023 Q4	$1.69M	Buy	+1,644,982	New	+$673M	0.72%	32

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

BKM Wealth Management's VOO Position: Q1 2026 in Review

BKM Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 1.7% in Q1 2026, buying an estimated $5K and bringing the position to 484 shares worth $289K. The position accounts for 0.11% of the portfolio, ranked #126.

BKM Wealth Management first reported a position in VOO in Q4 2023 and has held it in 4 quarters since. The position peaked at $1.69M in Q4 2023. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

BKM Wealth Management held 484 shares of Vanguard S&P 500 ETF worth $289K as of Q1 2026.
BKM Wealth Management bought 8 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $5K.
Vanguard S&P 500 ETF made up 0.11% of BKM Wealth Management's portfolio in Q1 2026, its #126 holding.
BKM Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 4 quarters since.
BKM Wealth Management's Vanguard S&P 500 ETF position peaked at $1.69M in Q4 2023.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on BKM Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.